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Responsibilities

• Provide a professional, timely wealth management service to high-net-worth clients
• Develop a long term relationship with existing clients, increase their loyalty and satisfaction, and explore new business opportunities with them
• Receive orders from customers and forward them to dealers or place the orders on stock exchanges using trading terminals
• Manage the on-boarding of new customers and expand our customer base
• Assist in the roll-out of new financial products and services to customers
• Work closely with investment managers to understand the latest trends in the market
• Carry out SFC regulated activities in compliance with all applicable rules and laws

Requirements

• Bachelor’s degree or above in Economics, Finance or related disciplines
• Qualified to conduct SFC regulated activities type 1 and 4; type 9 is highly preferred
• Knowledge of investment products, especially equities and bonds
• Minimum 5 years’ experience in Wealth Management or Premier Relationship Management with a bank or securities firm
• Good interpersonal skills, fast learner, team player, independent, ability to handle multiple tasks and functional topic simultaneously
• Self-motivated, independent, and able to work under pressure
• Good command of spoken and written English and Chinese, including Putonghua
• Willing to travel to PRC on occasion